Salesforce Business Analyst - Admin

NEW!!! Senior Business Analyst - Admin - Trainer full-time opening with established and fast-growing financial services firm in Irvine

This Jobot Job is hosted by:
Jeffrey Skarvan
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $110,000 - $130,000 per year

A bit about us:

At our core, we’re a people-first organization committed to building a workplace where everyone can thrive. Our culture is intentionally adaptable, ethical, innovative, focused, and deeply team-oriented, creating an environment where collaboration and continuous learning come naturally. We’ve long embraced a family-focused philosophy, supporting our employees’ growth both personally and professionally. That commitment isn’t just a slogan—our average tenure of 6.23 years reflects how strongly our team members choose to grow their careers with us.

When you join us, you’re not just another employee; you become part of a community that invests in you, values your contributions, and celebrates your success like family.

Why join us?

We believe great people deserve a great place to work—and we’ve built exactly that. Here, you’ll enjoy strong, competitive compensation, a comprehensive benefits package, and a generous PTO program that supports real work–life balance. Our culture is rooted in collaboration, integrity, and growth, giving you the freedom to thrive while being supported by a team that genuinely wants to see you succeed.

We invest in your future with ongoing learning opportunities, clear advancement paths, and the chance to make a meaningful impact from day one. If you're looking for a place where you’re valued, empowered, and encouraged to grow—you’ll feel right at home with us.

Job Details

Job Details:

We are currently seeking a dynamic and experienced Salesforce Business Analyst - Admin to join our Accounting and Finance team. This is a permanent position that offers the opportunity to work with a diverse group of professionals in an exciting and fast-paced environment. The successful candidate will be responsible for maintaining our Salesforce platform, ensuring its optimal performance, and driving continuous improvement initiatives.

Responsibilities:

• Lead the planning, design, and execution of complex Salesforce projects, ensuring alignment with business objectives.
• Perform data cleanup, loading, and migration tasks to ensure data integrity and accuracy.
• Manage the integration of Salesforce with Marketing Cloud and other third-party systems, ensuring seamless data flow and functionality.
• Develop and deliver Salesforce training to end users, enhancing their understanding and efficient use of the platform.
• Create comprehensive documentation, including technical specifications, system configurations, and user guides.
• Manage the execution of email campaigns through Marketing Cloud, ensuring alignment with marketing strategies.
• Utilize Agile methodologies to manage project timelines, deliverables, and stakeholder expectations effectively.
• Use tools such as Jira, Dev Ops, and Azure to track project progress, manage resources, and automate processes.
• Collaborate with different teams to identify system improvements and implement Salesforce solutions that enhance productivity and business performance.
• Maintain strong stakeholder relationships through effective communication, ensuring their needs and concerns are addressed promptly and appropriately.

Qualifications:

• Bachelor's degree in Business, Information Technology, or a related field.
• Minimum of 5 years of experience as a Salesforce Business Analyst or similar role in the Accounting and Finance industry.
• Extensive experience with data cleanup, data loading, and Marketing Cloud integration.
• Proven track record of delivering effective training and creating detailed documentation.
• Strong knowledge of Agile methodologies, Jira, Dev Ops, and Azure.
• Experience with third-party Salesforce integrations.
• Excellent communication skills, with the ability to clearly convey complex information to a variety of audiences.
• Strong relationship management skills, with a focus on maintaining positive stakeholder relationships.
• Salesforce Certified Administrator or…